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ClaimProtect Your Capital & Preserve Your Legacy
Fulcrum Wealth Advisors has a diverse client base that includes wealthy individuals, families, private business owners, trusts, not-for-profit organizations, and corporate retirement plans. We are independent, free from outside influences, and owned by local partners. Independence means no corporate parent or pre-negotiated contracts will ever influence our clients’ best interests.
We adhere to our role as stewards of wealth rather than broker/salespeople. Not having outside shareholders means the client’s assets do not serve the interests of far-away shareholders. Thus, we strive to be free from potential conflicts of interest that arise, such as when a corporation serves its shareholders' interests ahead of its clients' interests. We do not have any “soft-dollar” relationships with money managers that might influence our advice. As a result, we strongly align our interests with those of our clients.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Bellevue, WA
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Year founded
Founded 2013
1 Locations
- Bellevue , WA
Service Lines
- Accounting
- 20%
Select Focus Area
- Business Valuation Services
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- Stock Valuations
- 30%
- Tax Valuations
- 20%
- Asset Valuations
- 10%
- Commercial Financing Focus
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- Financial Advising & Planning
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- Retirement Planning
- 100%
- Tax Focus
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- Tax Preparation
- 100%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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